Great Risk Questionnaire technology but watch out for Autopilot license and fund partner program trap
December 29, 2023
Great Risk Questionnaire technology but watch out for Autopilot license and fund partner program trap
Score 6 out of 10
Vetted Review
Verified User
Software Version
Elite
Overall Satisfaction with Riskalyze
It assists us with assessing clients risk tolerances thru an easily emailed risk questionnaire.
- Risk Questionnaire
- More ethical sales team
- Autopilot trading license is way overpriced
- trading software slow upload times
- Has greatly assisted in the risk questionnaire area
Trading software called Irebal which was part of TD and is now available for free at Schwab is a much superior trading platform than their autopilot which costs $500+ plus per month. Risk questionnaire is moderately priced but is of good value for a practice looking for efficient way of ascertaining clients risk tolerance.
Do you think Nitrogen Growth Platform delivers good value for the price?
No
Are you happy with Nitrogen Growth Platform's feature set?
No
Did Nitrogen Growth Platform live up to sales and marketing promises?
No
Did implementation of Nitrogen Growth Platform go as expected?
No
Would you buy Nitrogen Growth Platform again?
No